We are live on ! Find out more
QQQ icon

Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
1951
Peninsula Asset Management
Florida
$486K – – –
VBWMG
1952
Von Berge Wealth Management Group
California
$484K – – –
CWM
1953
Capital Wealth Management
Rhode Island
$481K -$28.3K -84 -6%
SHFA
1954
SC&H Financial Advisors
Maryland
$481K – – –
MIM
1955
MTM Investment Management
South Carolina
$478K – – –
MCM
1956
Manchester Capital Management
Vermont
$477K +$155K +460 +55%
CWA
1957
CM Wealth Advisors
Ohio
$476K – – –
SSW
1958
Stone Summit Wealth
Florida
$474K +$126K +375 +41%
DI
1959
DDFG Inc
California
$473K – – –
SIC
1960
Sterling Investment Counsel
New York
$473K -$23.9K -71 -5%
AIP
1961
Almanack Investment Partners
Pennsylvania
$472K +$85.8K +255 +25%
PPWM
1962
Paragon Private Wealth Management
Kentucky
$470K +$4.71K +14 +1%
ZIG
1963
Zullo Investment Group
Pennsylvania
$469K +$5.39K +16 +1%
CPRC
1964
Consolidated Portfolio Review Corp
New York
$469K +$63K +187 +17%
UID
1965
Union Investments & Development
Israel
$468K – – –
GPA
1966
Guidance Point Advisors
Massachusetts
$468K -$31.6K -94 -7%
CFA
1967
Capstone Financial Advisors
Illinois
$467K +$7.07K +21 +2%
AG
1968
Ascent Group
Virginia
$467K -$10.8K -32 -2%
SFP
1969
Sandbox Financial Partners
Maryland
$467K -$27.3K -81 -6%
RWS
1970
Resolute Wealth Strategies
Mississippi
$466K +$673 +2 +0.2%
CWM
1971
C2C Wealth Management
Arizona
$465K +$337 +1 +0.1%
SIS
1972
Sound Income Strategies
Florida
$464K +$32K +95 +8%
SDWMA
1973
Schneider Downs Wealth Management Advisors
Pennsylvania
$464K – – –
GB
1974
Goepper Burkhardt
South Carolina
$463K +$170K +506 +68%
TLCM
1975
Twin Lakes Capital Management
California
$462K +$673 +2 +0.2%
77 78
79
80 81